In today’s fast-paced business environment, having a CRM system is more important than ever. But the real benefits...
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Microsoft Partners’ Quest: Discovering Opportunities in the Digital Landscape
It's a mystery. Imagine that you’re a traveler. You are on a journey through an unfamiliar environment, with no map...
Go Slow for Faster CRM Adoption? | CRM Strategy
Moving too fast can slow your CRM adoption and overwhelm you. With 40 to 70% of CRM projects failing, you don't want...
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The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)
What’s the big deal about the cloud?
What is a “Citizen Developer” and Why Should You Care?
The citizen developer push is part of a larger strategy to make Microsoft more customer-focused.
5 Reasons to Work with a CRM Technology Partner
Your CRM success is too important to leave to chance!
How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM
The default of 50 isn’t optimal for everyone.
How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM
When the defaults don’t do the job…
How to Manage Goals in Microsoft Dynamics 365 for Sales CRM
Calculating and managing goals.
How to Set Up a New Goal in Microsoft Dynamics 365 for Sales CRM
Follow this 3-step process.
3 Ways Microsoft Dynamics Cloud Security Keeps Your CRM Data Safe
3 levels of exceptional data security.
How to Create a Calculated Field on a Form in Microsoft Dynamics 365 for Sales CRM
Personalize your fields.